Page 26 - 2017 INVESTMENT PHILOSOPHY - May 2017
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Risk Warnings





                             INVESTING SHOULD BE A LONG TERM VENTURE



          The information contained in this document is believed to be correct, but cannot be guaranteed. We
          cannot be held responsible for future changes in legislation that impact on the advice given today.

          Opinions constitute our judgment as at the date of issue and are subject to change. Enable’s model

          portfolio’s may be subject to change at any time but are typically reviewed on a quarterly basis.


          The Enable investment strategies will contain a range of funds with many different objectives and

          various degrees of potential risk and reward. Indeed, individual funds have been selected on the

          basis that they are an integral part of a diverse portfolio.  Please note that in Enable’s view the

          portfolio as a whole matches the risk tolerance rather than by each and every fund.  By investing in a
          diverse range of complementary funds the potential risk of the portfolio can be reduced whilst

          maintaining its potential for healthy long-term returns.


          TAXATION AND LEGISLATION

          Gains realised by the fund managers, within the funds in which you are investing from the

          underlying investments, are exempt from capital gains tax. The funds must pay corporation tax at


                                                    ENABLE INDEPENDENT FINANCIAL LIFE PLANNERS IS A TRADING STYLE OF ENABLE INDEPENDENT LIMITED
                                              ENABLE INDEPENDENT LIMITED IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.          Version 2017 - April
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